Report Design

Report Design allows you to create or edit report templates. You go to this mode within Report View.

 

The Report Design interface has the following elements:

Element	Description
[ 1 ] Ribbon	Displays all the tools you need to work with a report template. Refer to the Report Design Ribbon Quick Reference
[ 2 ] Selector	Allows you to search for and/or select a specific template.
[ 3 ] Template Editor	Displays the currently-selected template.  An action bar at the top of the Template  Editor provides  tools for defining template traps and fields.
[ 4 ] Preview Grid	Displays a sample of the data that will be extracted by the currently-defined templates. The Preview Grid provides quick feedback
[ 5 ] Field Properties panel	Displays the properties of the currently selected field on the Template Editor.

 

Going to Report Design

Select Report Design on the Report View ribbon.

Creating a template

Steps:

1. Select New Template from the Report Design ribbon.

2. Select a template type.

3. Define your traps and fields.

See Creating a Template for related information.

Selecting a template

To select a template, click the template on the templates selector:

If you wish to search for a template first, enter search criteria into the searchbox at the top of the templates selector.

Additional Report Design actions

From within Report Design, you can also do the following:

• Create a new template

• Delete a template

• Replace sample text

• Clear a template

• Auto-define traps

• Auto-define fields

• Define a multi-column region

• Verify the template

• Set report colors